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Original filing (PDF)20260211101959NAL0003761329001
ENGLEDOW, INC.
Form 5500
FILING_RECEIVED
ENGLEDOW, INC. 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.8 mo100% in single holding
Active participants
155
Accounts w/ balance
134
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- Top holding "[DFE: FRS MFS MID CAP GROUP (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGLEDOW, INC..
Plan sponsor
Name
ENGLEDOW, INC.
EIN
35-1066915
Address
1100 E. 116TH STREET · CARMEL, IN · 46032
Phone
(317) 575-1100
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRUGGEL, LAWTON & CO, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT | 47-1411118 | — | ADVISOR | $12K | — |
Investments
2 pooled funds· $31K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FRS MFS MID CAP GROUP MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 000 | Common Collective Trust | — | — | $31K | 0.6% | |
| WA CORE BOND G1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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